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Building Better Professionals

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Current Issue   About the Register

March/April 2016

Register Profile:  Angie Trandai

Out-Of-The-Box Perspective





Most People Aren’t TRULY Diversified

At our On The Money Live events sometimes we will ask the crowd to help us build a list of financial tools. We’ll hear people say things like CDs, annuities, gold, stocks, mutual funds, bonds, etc. When we ask them what it is called when money is spread among all of these “tools,” almost immediately people will say “diversification.”
by Nicholas Royer



The Emotional Side of Investing 

Our emotions play a big role in our decision making, whether we realize it or not. We like to think that the choices we make are the result of a thoughtful, rational evaluation of the available options. In reality, we are emotional creatures who make decisions based on preferences, habits, and feelings. Letting emotions drive our investment decisions can be detrimental to our long term plans. 
by Jamie Bosse 

 Opportunities to Expand Your Services

For some time the IARFC has been looking for the best ways to help members get appointments with owners or managers of profitable businesses. There are many reasons we would like to have appointments with these qualified persons. Before you begin to “shop” for names and polish approach methods, let’s consider what business services or products you want to offer, and profile the persons who can be approached.
by Jorge Villar


Our 2016 issues include a special column authored by the IARFC Board, To Comment or Not To Comment… Interview for the IARFC. In our first column, Board Director Peter D' Arruda explores the topic of how to stay neutral when the conversation with clients turns sensitive or controversial.


A practitioner-oriented financial magazine written and published  by the IARFC. The Register is published by the International Association of Registered Financial Consultants ©2016, it includes articles and advice on technical subjects, economic events, regulatory actions and practice management. The IARFC makes no claim as to accuracy and does not guarantee or endorse any product or service that may be advertised or featured.


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Cover Profile Criteria: Profile Participant, must be an IARFC member in good standing, have made contribution to the financial industry, i.e. writing articles, donations to industry events and/or continuing education program activities. Cover Profile Participants are also selected according to the Register annual Editorial Calendar theme and topics.       

Time:  Selection of the Cover Profile Participants are made (early Fall) for the following calendar year. 

Selection Committee:  Is made up of the Editorial Board of the Register (Editor-in-Chief, Editor and IARFC Operations). Final selections are also reviewed by the IARFC CEO and Chairman.

Become a Cover Profile Participant:  Contact the Register Editor-in-Chief, Wendy M. Kennedy at, 513.261.6047 to be added to the roster of names in Cover Profile Participant database.  The Register Editor-in-Chief will contact you if selected within 90 days of the Register publication deadline date you are selected to be profiled.  Please, be prepared to provide your professional resume or vita. 


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 The Register


 RegisterProfiles 2016

 Vol. 17 No. 2 - Angie Trandai

Vol. 17 No. 1 - Justin Martin

 RegisterProfiles 2015

RegisterProfiles 2014

Register Profiles 2013

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